Morton Brown Family Wealth, LLC Ishares Core S&P U.S Growth Et Transaction History
Morton Brown Family Wealth, LLC
- $287 Million
- Q4 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 471 shares of IUSG stock, worth $68,766. This represents 0.02% of its overall portfolio holdings.
Number of Shares
471
Previous 471
-0.0%
Holding current value
$68,766
Previous $62,000
4.84%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding IUSG
# of Institutions
815Shares Held
117MCall Options Held
2.7KPut Options Held
300-
Bank Of America Corp Charlotte, NC39.5MShares$5.77 Billion0.47% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.3MShares$2.23 Billion0.9% of portfolio
-
Morgan Stanley New York, NY13MShares$1.9 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.29MShares$919 Million0.84% of portfolio
-
Envestnet Asset Management Inc2.03MShares$297 Million0.09% of portfolio